Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS® - Bradenton (FL)

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Roger Slater Jim Ronecker was absolutely amazing. I cannot say enough good things about him and this company. This is my first time buying a home, and they took me through the process step-by-step. It was the easiest part of buying my home. I cannot think Jim and the rest of his team enough. Amazing job Guys,. Keep up the good work And thank you for making the dream of owning my own home possible.

Matt Covey Theyre extremely focused on the market, and they are well informed with their decision making. In addition, when it comes to their clients, they have exceptional listening skills and advice. They are very caring! I would never go anyplace else.

K. Baker I have nothing but good things to say here. Dana was on point today. She was very professional, efficient, and engaging throughout the process, although they were limited on staff. If I had to be an advocate for pay raises, she would be the one Im speaking for. Thumbs up! Great job! Thank you for your efforts.

Jocelin V I wish I could give more than 5 stars. This is the absolute best credit union! Briana Arnold is who I do most of my business with and she is truly a great aspect to Envision Credit Union. She is so friendly and gives the best service.

Info Nolt Been doing our Business Banking with them for 10 years now. Tracy is a great leader there, Shontel is friendly and always helpful, and Mrs. Linda always greets me with a warm smile when I stop by to deposit checks. Local people, serving their local community at the bank. Appreciate the kindness every visit. Highly recommend them! - Dr. A